Wealth Officer
Wealth Officer
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Job Description
Job Summary:
As a Wealth Officer Liability Generation you will be responsible for identifying and managing relationships with high-net-worth individuals (HNIs) families and institutions. Your focus will be to understand their financial needs and recommend solutions that generate liabilities (deposits) for the company. You will contribute to the firms growth by ensuring excellent client service business development and revenue generation.
Key Responsibilities:
Develop and execute strategies to generate liabilities (deposits) through wealth management solutions.
Identify and onboard new clients including HNIs family offices and institutions.
Perform detailed financial assessments to understand client goals risk appetite and investment needs.
Present tailored investment and deposit solutions that align with client objectives.
Collaborate with internal finance and asset management teams to deliver comprehensive services.
Keep abreast of market conditions regulatory updates and wealth management innovations.
Drive performance to meet and exceed set revenue and liability targets.
Represent the firm at high-level networking events seminars and industry forums.
Maintain continuous engagement with clients and provide strategic feedback to internal teams.
Requirements
Qualifications:
Minimum of 5 years experience in sales business development or relationship management in banking fintech or asset management.
Demonstrated success in liability generation and deposit mobilization.
Strong knowledge of financial markets investment strategies and portfolio management.
Excellent communication presentation and interpersonal relationship skills.
Proven ability to work independently in a high-performance client-focused environment.
Proficient in Microsoft Office tools: Excel Word and PowerPoint.
Benefits
Health Insurance (HMO) coverage for you and a dependent
Performance-based bonuses and commissions
Annual leave and paid time off
Professional development support including training and certifications
Pension contributions in line with statutory requirements
Flexible work environment for top-performing officers
Access to high-net-worth networking platforms and events
Employment Type
Full Time
